3 Tips for Managing Marketing Campaigns in Quip

By Jen Burns

As a marketer, I evaluate a lot of vendors and agencies when looking to contract or outsource work. There are a lot of things to consider: speed to market, quality of work, cost, and... of course, the people. It's helpful when vendors can share case studies, examples of work they have done in the past, or even a few customers I may be able to relate to. It's even more helpful when they can jump in to your day to day tools and feel like a part of the team.

I thought I would share a few ways that I use Quip in my day to day as a senior marketing manager. My role is focused on delivering campaigns; working with sales, marketing, vendors, and operations teams to bring them into market. There are a lot of stakeholders involved and sometimes that can get a bit messy.

Managing projects -- not project management

What's the best thing about a collaboration product? Well, for me, it's twofold; the ability to manage my campaigns in one location and for people to see and work on things at the same time—in the same place. I am by no means a project manager but my role definitely requires me to manage projects. In Quip, it's easy to roll out a project tracker. I create a document or spreadsheet, @mention the folks I want to engage, assign accountability to, and rough dates and deadlines for clarity.

After creating and sharing a document, I like to host one kickoff meeting with the key stakeholders to walk through the plan, and then continue to manage the project in the collaboration space. Simple @mentions and comments help everyone get answers quickly and speed the work up. (It saves us so.much.time!) I'm always searching for a productivity hack. I like to be respectful of my colleagues' time and avoid the dreaded “weekly meeting”—think how much time (sometimes even just getting the meeting started!) gets sucked up in agenda-less meetings!

Connection is key

I tend to lean toward more visibility is better. It's cool that people in different areas of the organization can peek into what marketing is doing and vice a versa. Silos really are the enemy! Now that I've worked in the collaboration space for the last 3+ years, I honestly can't imagine going back to just email. File versions? BLEH.Final.v_7.docx? No thanks. In Quip, I can @mention folks who need to reply or engage in the doc — and the visibility is open to whomever wants to see what marketing is working on — and believe it or not — some of the best ideas have come from people in other areas of the company.

More time to be creative

What to do with all of that saved time? Use your imagination! Get creative! Brainstorm more often with your colleagues and idea map on what your readers and target markets actually want from you. How is your content delivering a benefit to their day to day? Reinvest that saved time in furthering your market research on the competition or investing in your personal brand. Quip is cool because not only do we have built in templates for project trackers, but we have kanban boards, charts and data (pulled directly from Salesforce!) and a super, simple interface. All of those features make my job easier and my life less stressful.

There are so many other “collaboration” vendors

We're different — yeah — we're different. Mostly kidding, but really, we ARE different. Our tool integrates directly with live Salesforce data. This simple integration brings life and energy into your slide presentations and spreadsheets. There are several other great things about Quip (but I think you will find that out on your own).

Quip fuels action within your company. It helps you get work done faster and simpler. Eliminate the versioning and working with contractors and vendors in silos and bring them into the conversation to get work done, faster. Thanks for reading! How do you collaborate with your colleagues?

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